All Posts
4 weeks ago
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax...
See more...
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm
4 weeks ago
Not necessarily. The fact the taxes were withheld does not mean a return is not required and the withholding included on the estate return. A K-1 would be used for an heir, the person receiving the p...
See more...
Not necessarily. The fact the taxes were withheld does not mean a return is not required and the withholding included on the estate return. A K-1 would be used for an heir, the person receiving the proceeds in the end.
If the IRA went into a trust or estate, then the Form 1041 would need to be filed if the amount was greater than $600 of income and or to receive the refund of tax withholding. The amount of the tax withholding is included on the estate tax return and pays the tax or receives a refund since it's likely all of the IRA will be distributed to an heir. This assumes the money does come into your hands and is not lost.
The withholding cannot be transferred to any beneficiary/heir, it stays with the estate return and is refunded to the estate even if if K-1s are used for you as an heir.
You may need to seek advice from an attorney so that the money is not lost, if this is a possibility.
4 weeks ago
It will act like it is loading but once it is loaded it is the same screen as it was to begin with.
Topics:
4 weeks ago
This experience may be resolved with the updates coming around February 13, 2026. Various depreciation calculations will be included in this update release.
4 weeks ago
Why do I have to pay for expert assist that I didn't use
4 weeks ago
This does not seem to work for the DeskTop version
4 weeks ago
It was presented to me on Turbo Tax I was paying to efile my State taxes. I paid for the Deluxe version with state included and got a $10 credit from Sam's Club. A screen came up about paying $40, wi...
See more...
It was presented to me on Turbo Tax I was paying to efile my State taxes. I paid for the Deluxe version with state included and got a $10 credit from Sam's Club. A screen came up about paying $40, with $10 credit, for Indiana state taxes. So I paid it thinking I read its for efiling. Got to the end to efile and it says I have to pay another $25. I then checked my email and you had me pay for the State taxes software AGAIN. I already prepaid for this part of the software I already bought. I need a refund and my $10 credit to apply to the $25 I am paying for efiling. ASAP
4 weeks ago
why desktop 2024 TurboTax for business amendment doesn't show screen to download from the financial institution? How do I download?
4 weeks ago
To answer your direct question, you enter NONE for your HDHP coverage for Jan through April for 2024. However, please note that because of the last-month rule, you are allowed to use the full annual ...
See more...
To answer your direct question, you enter NONE for your HDHP coverage for Jan through April for 2024. However, please note that because of the last-month rule, you are allowed to use the full annual HDHP coverage amount for 2024 because you had HDHP coverage on December 1, 2024.
Once you took advantage of the last-month rule, you were required to keep HDHP coverage for all twelve months of the following year (i.e., 2025).
What was your HDHP coverage (or rather, for which months) in 2025? Excess contribution of $4,300 suggests that you did not indicate any HDHP coverage in 2025. No coverage in 2025 would have triggered the last-month rule processing; however, your statement that you contributed $4,300 in 2025 suggests that you thought that you had HDHP in 2025, but the last-month rule processing suggests that you did not enter it.
4 weeks ago
Once a tax return has been filed it cannot be changed, canceled or retrieved
You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected...
See more...
Once a tax return has been filed it cannot be changed, canceled or retrieved
You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.
Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.
See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk
4 weeks ago
You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow ...
See more...
You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back.
If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.” The changes will go nowhere.
Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.
If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.
Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed
The Form 1040X you need becomes available in late February, But wait until your return has been processed.
4 weeks ago
Yes, you are right. The IRS has not yet decided if the PCTC is taxed at the federal level. The IRS usually shares updates on these state programs in late February or March, so it's best to wait befor...
See more...
Yes, you are right. The IRS has not yet decided if the PCTC is taxed at the federal level. The IRS usually shares updates on these state programs in late February or March, so it's best to wait before filing..
4 weeks ago
1 Cheer
You should first consult the trust document to see if there is any specific instructions you need to follow. You may also want to consult with an attorney to protect yourself as trustee. In general...
See more...
You should first consult the trust document to see if there is any specific instructions you need to follow. You may also want to consult with an attorney to protect yourself as trustee. In general, it is administratively more simple for the trust to sell the property then distribute the proceeds.
Since the selling price is less than the basis, you must also evaluate the best way to utilize the tax loss. If the trust sells the property, and the trust dissolves, the losses will be passed to the beneficiaries. If you distribute the property first, each beneficiary can use their share to offset their own capital gains if they have any.
If the loss will qualify as section 1231 (you would need to verify that the 20 years of rental history qualifies it for the 1231 treatment) because it was a rental, so it will be an ordinary loss that can be used to offset income.
If the trust sells the property, the property transfers from trust to buyer. If it is distributed first, you would need to transfer using a Grant Deed before transferring to buyer.
4 weeks ago
1 Cheer
I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following...
See more...
I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:
Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response. A screenshot of the Token would be helpful.
werlejan1
4 weeks ago
I just started entering all my data the other day - Had to get a used laptop with Win11 just for TTax - my other Win10 laptop runs eveything else - Did the Import from the Brokerages - had to fi...
See more...
I just started entering all my data the other day - Had to get a used laptop with Win11 just for TTax - my other Win10 laptop runs eveything else - Did the Import from the Brokerages - had to fix the hurdle with the "allow" for the URL - ARGHHH - (tnx to the forum for solving that hurdle) And also manually entered the 1099-R from the local state data.... - No Problem - 2/4/26 - Now - Just waiting for Schwab 1099 .... Feb 13 -
4 weeks ago
Is there a way to amend my filing?
Topics:
4 weeks ago
Using TurboTax 2025 desktop premier version and I am attempting to enter a 401K 1099-R rollover distribution. Early in 2025, I did a partial 401k rollover to a Roth IRA, around 5% of the total 401K...
See more...
Using TurboTax 2025 desktop premier version and I am attempting to enter a 401K 1099-R rollover distribution. Early in 2025, I did a partial 401k rollover to a Roth IRA, around 5% of the total 401K. Later in 2025, I rolled the remaining 95% of the 401K into a Traditional IRA. I received a 1099-R with the 100% of full amount of the 401K that was rolled over in 2025 listed in box 1 (gross distribution) and in box 2 (taxable amount) the value that that was rolled into the Roth IRA. The distribution code value is "G". I can enter into the 1099-R form in TurboTax, but the follow-on questions do not allow me to specify that only part of the distribution amount was rolled into the Roth account. It seems to be all or none on the question. If I selected that I rolled it into the Roth, it taxes the full 100% of the gross distribution amount. If I don't select that, it fails to include the 5% that I rolled into the Roth in my taxable income. It totally ignores the taxable amount. To me, this looks like TurboTax is not properly handling the fact that part of the distribution is taxable. I have considered entering this as 2 separate 1099-R entries even though I only received one from the vendor, but don't know if this will have any impacts that I am not aware of. Is this really a problem with TurboTax 2025 that I should wait for a bug fix to correct, or should I use the above approach of trying to split my 1099-R apart into 2 separate TurboTax entries. Thanks for any insight.
4 weeks ago
1 Cheer
@CatinaT1 @DoninGA any ideas on forms needed above @AndyMarty if you don't get a response put in another issue with the specific form in the subject line it will get more attention, this forum se...
See more...
@CatinaT1 @DoninGA any ideas on forms needed above @AndyMarty if you don't get a response put in another issue with the specific form in the subject line it will get more attention, this forum seems pretty crazy at the moment.
4 weeks ago
Topics: